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SAP Concur + Epicor Kinetic Integration

Clarity Connect™ integrates SAP Concur with Epicor Kinetic, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links SAP Concur and Epicor Kinetic through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between SAP Concur and Epicor Kinetic.

Implementation Timeline

Go live with SAP Concur + Epicor Kinetic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both SAP Concur and Epicor Kinetic, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most SAP Concur + Epicor Kinetic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

Integration Architecture: iPaaS as the Central Orchestrator

The recommended architecture positions a modern Integration Platform as a Service (iPaaS) as the central hub for connecting SAP Concur and Epicor Kinetic. This approach provides robust API management, data transformation, workflow orchestration, and monitoring capabilities, ensuring a scalable, secure, and resilient integration landscape.

Data Flow Steps

Event-Driven Architecture: For real-time synchronization of critical financial events (expense approvals, invoice approvals).

Canonical Data Model: Define a standardized intermediate data format within the iPaaS to simplify mappings between systems.

Idempotent Operations: Design integration processes to ensure that repeated execution of an operation yields the same result, preventing duplicate data creation.

Bulk Processing: Utilize batching for high-volume data transfers (e.g., initial master data sync, large corporate card feeds).

Circuit Breaker Pattern: Implement to prevent cascading failures when one system becomes unavailable, allowing it to recover without overwhelming the other.

Data Touchpoints

iPaaS Platform: The core integration engine, providing connectors, workflow designer, data mapper, runtime, and monitoring.
SAP Concur Connector: Pre-built or custom connector to interact with Concur's REST APIs.
Epicor Kinetic Connector: Pre-built or custom connector to interact with Kinetic's OData REST APIs.
Event Bus/Queue: For asynchronous processing and managing event-driven triggers (e.g., Kafka, RabbitMQ, or iPaaS native queues).
Data Transformation Engine: Part of the iPaaS, responsible for schema mapping and data manipulation.
Lookup Tables/Cross-Reference Store: For mapping IDs (e.g., Concur VendorID to Kinetic VendorNum), GL accounts, cost centers.
Monitoring & Alerting System: Centralized dashboard and notification services within the iPaaS.
Secret Management: Secure storage for API keys, client secrets, and other credentials (e.g., Azure Key Vault, AWS Secrets Manager, iPaaS native vault).

"Conceptual diagram showing SAP Concur and Epicor Kinetic connected via a central iPaaS. The iPaaS contains connectors for both systems, a visual workflow designer, a data mapping engine, and monitoring/alerting components. Data flows are illustrated for expense reports/invoices (Concur -> Kinetic) and master data (Kinetic -> Concur)."

Pricing

Simple, transparent pricing for SAP Concur + Epicor Kinetic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating SAP Concur

Integrating SAP Concur fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Expense Report / GL Journal Entry

Synchronization of approved expense reports from Concur as financial postings in Epicor Kinetic's General Ledger.

SAP Concur Fields

[field, ReportID],[type, string],[description, Unique ID of the expense report.] [field, EmployeeID],[type, string],[description, ID of the employee submitting the report.] [field, ReportName],[type, string],[description, Name/description of the report.] [field, SubmissionDate],[type, date],[description, Date report was submitted.] [field, ApprovalDate],[type, date],[description, Date report was approved.] [field, TotalAmount],[type, decimal],[description, Total amount of the report.] [field, Currency],[type, string],[description, Currency of the report.] [field, ExpenseEntry.EntryID],[type, string],[description, Individual expense line item ID.] [field, ExpenseEntry.ExpenseType],[type, string],[description, Category of the expense (e.g., Travel, Meal).] [field, ExpenseEntry.Amount],[type, decimal],[description, Amount of individual expense.] [field, ExpenseEntry.TransactionDate],[type, date],[description, Date of individual transaction.] [field, ExpenseEntry.VendorName],[type, string],[description, Vendor for the individual expense.] [field, ExpenseEntry.Description],[type, string],[description, Description of the individual expense.] [field, ExpenseEntry.GLAccountCode],[type, string],[description, Assigned GL Account Code.] [field, ExpenseEntry.CostCenter],[type, string],[description, Assigned Cost Center.]

Epicor Kinetic Fields

[field, JournalCode],[type, string],[description, Code for the journal (e.g., 'EXP').] [field, JournalNum],[type, integer],[description, Journal entry number.] [field, FiscalYear],[type, integer],[description, Fiscal year of the entry.] [field, FiscalPeriod],[type, integer],[description, Fiscal period of the entry.] [field, GLAccount],[type, string],[description, General Ledger account code.] [field, DebitAmount],[type, decimal],[description, Debit amount.] [field, CreditAmount],[type, decimal],[description, Credit amount.] [field, Description],[type, string],[description, Description of the journal entry line.] [field, Reference],[type, string],[description, Reference field (e.g., Concur Report ID).] [field, ExtCompanyID],[type, string],[description, External company identifier (for intercompany if applicable).]

Mapping Notes

Each Concur Expense Entry typically maps to one or more GL Journal Entry lines (debit for expense, credit for liability/cash). Concur's 'ExpenseType' is critical for determining the Epicor Kinetic 'GLAccount'. 'EmployeeID' from Concur can map to a Kinetic 'Reference' field or custom segment for employee-specific tracking. Cost Centers must be harmonized.

Next Steps

See SAP Concur + Epicor Kinetic integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Expense Report Posting to Epicor Kinetic GL

Automatically post approved expense reports and individual expense entries from SAP Concur to the General Ledger in Epicor Kinetic, complete with GL account codes, cost centers, and employee data.

Integration Steps:

  1. 0 Employee submits expense report in Concur.
  2. 1 Report undergoes approval workflow in Concur.
  3. 2 Upon final approval, iPaaS triggers event.
  4. 3 iPaaS extracts Expense Report and Expense Entry data from Concur.
  5. 4 Data is transformed and mapped to Epicor Kinetic GL Journal Entry format.
  6. 5 GL Journal Entry is created in Epicor Kinetic.
  7. 6 Confirmation and status updates are sent back to Concur (optional).

Business Outcome

Faster financial close, reduced manual data entry, improved accuracy of GL postings, real-time visibility into expense liabilities.

Frequency

Real-time (event-driven upon approval)

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /v3.0/expense/reports Manage expense reports.
GET, POST, PUT /v3.0/expense/entries Manage individual expense entries.
GET, POST, PUT /v3.0/invoice/invoices Manage vendor invoices.
GET, POST, PUT /v3.0/common/users Provision and manage user profiles.
GET /v3.0/common/lists Retrieve custom lists (e.g., Cost Centers, GL Accounts).
GET, POST, PUT /v3.0/common/vendors Synchronize vendor master data.
POST /v3.0/financial/glentries Post general ledger entries (for direct GL posting if needed).
POST /v3.0/reporting/extracts Request large data extracts for analytics.

⚡ Transformation Logic

  • GL Account Mapping: Map Concur Expense Types and Invoice Line Item descriptions to specific Epicor Kinetic GL Accounts using a configurable lookup table or AI-driven inference.
  • Cost Center Harmonization: Ensure Concur Cost Centers align with Epicor Kinetic's organizational structure through ID mapping and validation.
  • Vendor ID Cross-Reference: Maintain a cross-reference table for Concur VendorID and Epicor Kinetic VendorNum to ensure accurate AP postings.
  • Currency Conversion: Implement real-time or batch currency conversion for multi-currency transactions, adhering to Epicor Kinetic's currency management rules.
  • Date Formatting: Standardize date formats (e.g., YYYY-MM-DD) across both systems.
  • Employee ID Matching: Map Concur EmployeeID to Epicor Kinetic's internal employee identifiers for accurate expense attribution.

🛡️ Error Handling

  • Invalid GL Account/Cost Center: Concur data contains an invalid or inactive GL account/cost center for Kinetic. Solution: Map to a default, or send to dead-letter queue for manual correction.
  • Vendor Not Found: Invoice refers to a vendor not present in Kinetic. Solution: Create vendor in Kinetic (if allowed), or hold for manual vendor creation/mapping.
  • Duplicate Invoice: An invoice with the same vendor and invoice number already exists in Kinetic. Solution: Prevent duplicate posting, alert, and log for review.
  • API Rate Limit Exceeded: Too many requests to Concur or Kinetic. Solution: Implement exponential backoff and queuing.
  • Data Type Mismatch: Concur data type doesn't match Kinetic's expected type. Solution: Data transformation logic in iPaaS to cast/convert.
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ Why is a modern iPaaS essential for SAP Concur and Epicor Kinetic integration?
A modern iPaaS (Integration Platform as a Service) is crucial because it provides a centralized, scalable, and secure platform for connecting these complex enterprise systems. It offers robust capabilities for data mapping, workflow orchestration, API management, error handling, and security, moving beyond simple point-to-point connections. This ensures consistent, auditable, and real-time data flow, essential for complex financial environments.

AI & Automation FAQs

▸ How does AI enhance SAP Concur and Epicor Kinetic workflows?
AI significantly augments these workflows by automating tasks like receipt OCR and data extraction in Concur, intelligently suggesting GL account codes for both expenses and invoices, performing real-time policy compliance checks, and detecting anomalies or potential fraud in spending patterns. For Epicor Kinetic, AI can assist in validating data before posting, suggesting optimal mappings, and identifying unusual transactions. This reduces manual effort, improves data accuracy, and provides proactive insights.

Business Value FAQs

▸ What are the primary financial benefits of this integration?
The core financial benefits include a faster financial close process, significant reduction in manual data entry and associated errors, improved data accuracy for general ledger and accounts payable, better cash flow management through timely expense and invoice processing, and enhanced compliance with financial regulations. It transforms finance teams from reactive to proactive.

Data Management FAQs

▸ How do you handle master data synchronization like Vendors or GL Accounts?
Master data (e.g., Vendors, GL Accounts, Cost Centers) is typically synchronized uni-directionally from Epicor Kinetic (as the system of record) to SAP Concur. The iPaaS monitors changes in Kinetic via events or scheduled polls, extracts updated data, transforms it to Concur's schema, and then updates the corresponding entities in Concur. This ensures consistency and prevents data duplication.

Security & Compliance FAQs

▸ What are the key security considerations for Concur and Kinetic API integrations?
Key security considerations include using OAuth 2.0 for secure authentication, encrypting all data in transit (TLS 1.2+) and at rest, implementing the principle of least privilege for integration user accounts, and maintaining comprehensive audit trails. Secure credential management (e.g., secret vaults) and adherence to compliance standards like SOC 2, ISO 27001, GDPR, and SOX are also crucial.

Low-Code/No-Code FAQs

▸ Can I use low-code/no-code tools to customize these integrations?
Absolutely. Modern iPaaS platforms offer extensive low-code/no-code capabilities. Business users and citizen integrators can use drag-and-drop interfaces to graphically design, configure, and modify integration workflows, data mappings, and validation rules. This accelerates development cycles, reduces reliance on IT, and empowers business users to quickly adapt automation to changing policies or operational needs.

Performance FAQs

▸ How do you manage API rate limits for high-volume integrations between Concur and Kinetic?
We implement strategies such as intelligent batching of requests, queuing mechanisms to manage API call bursts, and parallel processing within the iPaaS. This ensures efficient utilization of both Concur's and Kinetic's APIs while respecting their respective rate limits, preventing service interruptions and maintaining high throughput for critical data synchronization.

Error Handling FAQs

▸ What kind of error handling is implemented for these integrations?
Our integrations include robust error handling with detailed logging, automated retry mechanisms (e.g., exponential backoff for transient API errors), and dead-letter queues for unprocessable messages. A centralized monitoring dashboard provides real-time visibility into integration failures, allowing for quick identification, diagnosis, and resolution, often with AI-driven auto-resolution for common issues.
Pricing

Simple, transparent pricing for SAP Concur + Epicor Kinetic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See SAP Concur + Epicor Kinetic integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo